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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $1,720 |
ASCENSUS LLC3+ years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,233 | $91,710-30.0% | $67,560-4.9% | $77,762-17.4% |
| Participation rate | 28.8% | 76.0%-47.2pp | 72.9%-44.2pp | 70.6%-41.8pp |
| Annual return | 14.46% | 14.88%-0.4pp | 3533.50%-3519.0pp | 31.27%-16.8pp |
| Employer contribution / active EE | $1,089 | $3,187-65.8% | $2,737-60.2% | $2,728-60.1% |
| Participant deferral / active EE | $2,449 | $3,911-37.4% | $4,004-38.8% | $4,651-47.3% |
| Admin fee / account holder | $6 | $245-97.6% | $3,994-99.9% | $433-98.7% |